Reports & AnalyticsUpdated May 2026
Run a Report
How to configure and run a report in Tetri Copilot.
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Overview
Running a report involves selecting the report type, configuring the parameters, and clicking Run. Most reports can be filtered by date range, customer, or category.
Steps to Run a Report
- 1
Go to Reports in the sidebar.
- 2
Click on the report you want to run.
- 3
Set the date range (start date and end date).
- 4
Apply any additional filters (customer, category, status, etc.).
- 5
Click Run Report.
- 6
The results appear below. Scroll down to see the full report.
- 7
Click Export to download the report in your chosen format.
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